THE SHERRINGTON GROUP
Columbus, OH
AUM
$90.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
614-485-2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OH
314 advisers found
TOTAL FINANCIAL MANAGEMENT, LLC
Poland, OH
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(330) 707-1919
RIVER WEALTH MANAGEMENT LLC
Medina, OH
AUM
$86.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-600-8175
DEFIANT FINANCIAL SERVICES LLC
Westlake, OH
AUM
$83.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
440-385-0208
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
Powell, OH
AUM
$79.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
614-485-0803
KIRKEY & CO. FINANCIAL ADVISORS, INC.
Hilliard, OH
AUM
$76.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
614-777-5007
MDH INVESTMENT MANAGEMENT, INC.
East Liverpool, OH
AUM
$76.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
330.386.4452
GREENPORT FINANCIAL ADVISERS INC.
North Canton, OH
AUM
$72.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(330) 433-1800
CBS FUNDING, INC.
Broadview Heights, OH
AUM
$70.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-717-1604
FIRELANDS WEALTH MANAGEMENT, LLC
Huron, OH
AUM
$70.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
419-616-0092
NEW LEGACY FINANCIAL GROUP, LLC
Smithville, OH
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-669-2080
INFRESH, INC.
Findlay, OH
AUM
$62.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(419) 434-0838
PATRIOT ASSET ADVISORS, LLC
Pataskala, OH
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
614-944-5225
POWERS CAPITAL MANAGEMENT, LLC
Columbus, OH
AUM
$59.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(614) 485-1188
AMFG WEALTH MANAGEMENT LLC
Westlake, OH
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(440) 249-0397
NOTTINGHILL INVESTMENT ADVISERS, LTD
Cincinnati, OH
AUM
$57.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
513-624-3000
ONCENTER FINANCIAL ADVISORS LLC
Beachwood, OH
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(216) 296-7373
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
Cincinnati, OH
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
513-241-2110
YFP WEALTH
New Albany, OH
AUM
$53.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
614-618-5901
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
Olmsted Falls, OH
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
440-235-0310
PARALLEL EQUITY ADVISORS LTD.
Dublin, OH
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
614-354-5452
NORTHPOINT FINANCIAL PLANNING LLC
Delaware, OH
AUM
$50.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
740-513-7968
CLEVELAND RETIREMENT PLANNING LLC
Westlake, OH
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
216-801-4874
AUM
$48.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-550-5428